We have a client that has over 80 companies and one group regularly needs to switch between seven companies. It is essential for them to be able to quickly tell which company they are in. The BC Web Client shows the company name on Role Center and List Pages but does not show it on Card pages. There also does not appear to be any way to change colors or offer any other visual cue to help people to see which company they are in quickly. Can I suggest we include something within the UI that will show the system indicator. Here is my mockup of what it could look like (See https://github.com/Microsoft/AL/issues/3184 for screen shots.). You could use the existing system indicator settings on the Company Information. It would be really, really nice if you could add the ability to set the color instead of picking from a set of pre-canned styles.
A combination of a selectable tint color (like in Reporting services where you can pick from a list of names or enter an RGB value) which would replace the default Teal, and displaying the company name in the title bar for all page types would be perfect.
Customers and partners have been asking for all table fields to be available on all pages to add without customization vie personalize (or in on premise Show Columns) for at last 15 years now,
Can you please make all related table fields available to users to be added via personalize vs having to create an extension to add existing stock fields to pages. This way customers can add fields they need without having to pay a partner to write and add an extension to add fields to pages.
D365 for Financials administrators need to be able to fine tune user access, more precisely than is currently possible with existing D365 Permission Sets. (Normally this is to reduce access for some users.)
The need for this enhancement is demonstrated here https://community.dynamics.com/business/f/758/t/216318 , here https://community.dynamics.com/business/f/758/t/242029 and here https://ideas.dynamics.com/ideas/dynamics-financials/ID0001848.
Please could we have the ability to copy existing D365 Permission Sets, modify the copies (change RIMDEX settings for the contained permissions) and apply those copies to users, directly or through user groups.
When developing Dynamics 365 Business Central the Sandbox is great for building and testing extensions however we need to be able to test extensions against current data
I think I have submitted this idea before but it looks like is disappeared from the site. The oldest idea here I can see is 2 months ago while mine was few months (may be 6 or more months). Anyway I am resubmitting it here:
We are a Microsoft partner. We do have customers with Dynamics 365 for Financials among other licenses.
We do have delegated access (Unlicensed) to our customer's tenants.
When accessing Dynamics 365 online (CRM for example) our names as delegated admins are not stuck in the system and end users do not even see it unless they enable auditing.
With Dynamics 365 for Financials we see that our names as unlicensed delegated admins are stuck there among licensed user.
It would be nice if there is away to delete those users and even hide them as the purpose of the delegated admins is to help customer to troubleshoot or understand the problem.
Keeping those delegated admins in the list cause some confusion to the customer.
I hope it is clear.
During our implementation of NAV (sorry, Dynamics 365 for Financials) we constantly kept saying, “The search field is great, but isn’t there a master cheat sheet that shows us what things are called so we know what to start typing?” After searching high and low we discovered there isn’t anything set up currently. Again, we love the search bar as it keeps the product UI clean and provides all the product’s functionality in one central place. But if you don’t know what to start typing it renders much of the product’s features useless and setting it up frustrating.
Where a document or action meets criteria to initiate a workflow request for approval for that document (eg a purchase order) or action, by a higher authority, then it should not be possible for the user to take any further process steps until that approval has been granted. For example, it should not be possible for a user to print off (and potentially send to a supplier) a purchase order where the purchase order is still awaiting approval.
This thread gives detail https://community.dynamics.com/business/f/758/t/249863 .
I've recorded this idea in category 'other' as it probably relates workflows in areas other than just purchasing (for example sales quotes with a value over £5,000 might need approval by the sales manager).
D365FO users need the ability to attach documents and files (pdfs, excel files, whatever) to pages / records (eg vendors, items, sales orders, purchase orders, etc) within the system.
This forum thread refers https://community.dynamics.com/business/f/758/t/245391 .
To some extent this is just to make good on initial marketing promises made about the system which current functionality does not live up to. (This resource https://madeira.microsoft.com/fr-fr/documentation/across-how-connect-disconnect-income-document-records/ says in the top paragraph that "you can also attach incoming document files to posted purchase and sales documents and to vendor, customer, and general ledger entries..". )